Purpose
The SOP Categories List page provides the capability to Edit SOP Category to enhance organization and clarity. This feature allows users to modify a new SOP Category, ensuring categories are accurate and up to date.
What can you do with it?
The goal of the Edit SOP Category feature is to give you the flexibility to keep your SOP Categories organized and relevant. It allows users to modify a new SOP Category to better suit current needs or changes within their processes.
How is it done?
Navigate to the SOP Categories List:
Find the list through the Quality module where all current SOP Categories are displayed.
Select the SOP Category you wish to edit:
Click on the SOP Category name to enter the edit mode.
Modify the Name:
Use the Text Field to enter a new name for the SOP Category, ensuring it's clear and descriptive.
Archive the Category if needed:
Check the Checkbox to archive the category if it is no longer in use. Archiving helps maintain a clean and current list.
Save Changes:
Confirm and save your modifications to update the SOP Category.
Important Considerations
Renaming an SOP Category will reflect across all associated records, so ensure the new name is universally applicable.
Archiving will hide the category from active views but doesn't delete it. Unarchiving options are available if needed.
Best Practices
Regularly review and update SOP Categories to ensure they accurately reflect your processes.
Clearly label archived categories with dates or notes to easily identify why they were archived.